Civic Intelligence

Don Phillips & Associates Inc.

Plan context: Don Phillips & Associates Inc. Profit Sharing Plan

EIN 31-1368517 • 7 filings • 5 plans

Current Snapshot

Latest Year

2002

2002 Participants

13

2002 Assets

$493,155

2002 Contributions

$73,573

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$493,155$246,578$01999YearValue
$493,155Latest year 1999

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370199920012002YearValue
13Latest year 2002

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2002113$0$0-
Don Phillips & Associates Inc. Profit Sharing Plan-13---
200128$0$0-
Don Phillips & Associates Inc. Profit Sharing Plan-8---
Don Phillips & Associates Inc Pension Plan-0---
200024$0$0-
Don Phillips & Associates Inc Pension Plan-4---
Don Phillips & Associates Inc. Profit Sharing Plan-4---
199925$493,155$73,573$14,715iApproximate average salary by contribution assumption: employee only about $367,865 at 4% or $245,243 at 6%; with 50% employer match about $245,243 at 4% or $163,496 at 6%; with 100% employer match about $183,933 at 4% or $122,622 at 6%.
Don Phillips & Associates Inc. Profit Sharing Plan-5$254,318$32,010$6,402iApproximate average salary by contribution assumption: employee only about $160,050 at 4% or $106,700 at 6%; with 50% employer match about $106,700 at 4% or $71,133 at 6%; with 100% employer match about $80,025 at 4% or $53,350 at 6%.
Don Phillips & Associates Inc Pension Plan-5$238,837$41,563$8,313iApproximate average salary by contribution assumption: employee only about $207,815 at 4% or $138,543 at 6%; with 50% employer match about $138,543 at 4% or $92,362 at 6%; with 100% employer match about $103,908 at 4% or $69,272 at 6%.